Bonds, banks are flavour of the month
Tariffs, market swings and GNU jitters rattle investors. But bonds and emerging markets offer value, so stay calm and don’t rush to switch your…
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Why Anchor is buying South African bonds
Anchor Capital sees value in short-term bonds as inflation eases. But it’s less gung-ho on South African equities…
The rand lottery: Betting on more strength
The rand is considered the cheapest emerging-market currency by Bank of America. Could 2025 be its clawback year?…
Why inflation stays high: Politicians can’t grasp economic realities
The late Tito Mboweni, followed by Gill Marcus and now Lesetja Kganyago, all had one key instruction from the government: tackle inflation. And all…
Go long! There’s still (some) money to be made in bonds
The rand, which has already strengthened to its strongest level in 18 months, could gain more ground – provided the government can sustain the…
Could the rand reach R13/$?
Old Mutual chief economist Johann Els has such a divergent view on how the rand will perform that it often keeps him up at…
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Africa: A continent of limitless potential
Standard Bank’s Keep Growing campaign is a promise to embrace…
Why halting SA’s debt binge is a huge win for the GNU
For the first time in fifteen years, South Africa’s debt-to-GDP…
Now the party is over, who washes the G20 dishes?
The G20 event was marked most by US and Chinese…
Keeping his shorts: Hedge fund OG Jean Pierre Verster
The founder of Protea Capital Management made his name shorting…
